From: Joseph Esposito <[log in to unmask]>
Date: Thu, 12 Nov 2015 21:57:06 -0800

To say that "the portfolio is dead" doesn't mean the end of
acquisitions. Indeed it is likely that we will see heightened deal
activity in the coming year or two. David Worlock's excellent analysis
is about the shedding of noncore assets. When you look at the
properties controlled by EBSCO and ProQuest, which would you designate
as non-core? It seems to me that both of those companies are pretty
smart about their acquisitions.

Joe Esposito

On Thu, Nov 12, 2015 at 4:37 PM, LIBLICENSE <[log in to unmask]> wrote:
>
> From: Ann Shumelda Okerson <[log in to unmask]>
> Date: Thu, 12 Nov 2015 13:07:33 -0500
>
> http://thomsonreuters.com/en/press-releases/2015/november/explore-strategic-options-ip-science-business.html
>
> When this news hit the streets yesterday, David Worlock wrote a blog
> posting that's more enlightening than the opaque TR release could
> possibly be. David is one very smart puppy and business analyst; this
> posting is worth a read.
>
> http://www.davidworlock.com/2015/11/get-smaller-to-grow-bigger/
>
> I was particularly interested in his last paragraph speculation that
> portfolio may be dead.  If so, what are we to make of the other
> acquisitive companies in our business, such as ProQuest, Ebsco, etc?